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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,270 | $88,672-86.2% | $105,223-88.3% | $82,448-85.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 86.98% | 30.86%+56.1pp | 180.65%-93.7pp | 41.64%+45.3pp |
| Employer contribution / active EE | $11,476 | $3,048+276.5% | $3,689+211.1% | $2,551+349.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $76 | $7,146-98.9% | $8,859-99.1% | $7,234-98.9% |